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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2018-10-26 |
Branch Locations
968 Ritter Dr Po Box 1933, Beaver, WV 25813 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Financial Group | Beaver | WV | 09/2006 | Present |
| Independence Capital Company Inc | Beaver | WV | 06/2011 | 12/2017 |
| Gradient Advisors, Llc | Arden Hills | MN | 10/2018 | Present |
| Elkins Financial Services, Inc. | Beaver | WV | 08/2017 | Present |
| Matthew S. Elkins | Beaver | WV | 03/2004 | Present |
1) Elkins Financial Services, Inc. | Investment Related | 968 Ritter Dr/PO BOX 1933, Beaver, WV 25813 | Financial and Retirement Planning | President | Investment Advisor Representative | Start date 8/2017 | 100hr/mo | 100hrs/mo during trading | Advisory and Insurance Services 2) NAME:MATTHEW ELKINS, VARIOUS HEALTH, LIFE & FIXED ANNUITY BROKER CONTRACTS, INV REL:Y, ADDR:VARIES, NATURE:INSURANCE SALES, LIFE, HEALTH, FIXED ANNUITIES, POSITION:BROKER, START:3/15/2004, NO HR/MO:20 NO HR/MO DUR TRADING:15, DUTIES:PRIMARILY MAINTENANCE OF EXISTING HEALTH/GROUP HEALTH ACCTS, FIXED LIFE ANNUITY POLICIES. 3) Kiwanis Club of Beckley, Inc | Not Investment Related | PO Box 753 Beckley WV 25802| Civic Organization | Treasurer | 10/2016 | 5hrs/mo | 4hrs/mo during trading | Collect member dues, donations, pay invoices, file tax 501c3 tax return
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-28 |
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